Effects of Meat Recalls on Futures Market Prices

Author:

Lusk Jayson L.,Schroeder Ted C.

Abstract

The number of meat recalls has increased markedly in recent years. This research examines the impact of beef and pork recall announcements on nearby daily live cattle and lean hog futures market prices, respectively. Results indicate medium-sized beef recalls that are of serious health concerns have a marginally negative impact on short-term live cattle futures prices. However, results are not robust across recall size and severity. This research suggests that if there is any systematic change in cattle and hog demand due to meat recalls, it likely occurs over an extended period of time and only in certain cases does it noticeably affect daily futures prices.

Publisher

Cambridge University Press (CUP)

Subject

Economics and Econometrics,Agronomy and Crop Science

Reference27 articles.

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3. Selecting an index to control for “other” market movements presents a challenge between choosing an index that is too close to modeling the same price series in the analysis (e.g., having a near identity) and using an index that is too general and does not reflect relevant market movements. We felt an appropriate index falling in between these two extremes was the CRB foodstuffs index because the meat product futures being modeled are likely to respond to general foodstuff economic conditions. More specifically, the CRB food index is an unweighted geometric mean of lard, butter, soybean oil, cocoa, corn, Kansas City wheat, Minneapolis wheat, sugar, hog, and steer spot market price relatives. Naturally there are other supply and demand shocks that influence futures price changes. We have included the CRB index to attempt to control for such market movements; however, there are likely other factors that influence live cattle and lean hog futures prices. Controlling for all these movements would represent an extensive undertaking beyond the scope of this analysis. Because the study period spans 18 years and we examined over 100 recall events, the effects of other supply and demand shocks should be averaged out.

4. Chicago Mercantile Exchange. (1982–99). Daily futures market prices for live cattle and lean hog futures contracts.

5. The dependent variable could be formulated as percentage change or daily return to a futures contract, i.e., ln(P t ) – ln(Pt-1 ). Results are robust across alternative constructions of the dependent variable; thus discussion of the analysis is limited to the model using absolute price differences.

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